Daniel Jason Bredow

Consolidated Portfolio Review CORP

5 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Consolidated Portfolio Review CORP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

50 advisors

Number of Clients

4,821 clients

Average Client Portfolio

$269K average

Assets Under Management

$1.3B

Fee Structure

Minimum Annual Fee:$90

Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Consolidated Portfolio Review CORP

July 2022 - Present · 3 yrs 7 mos

Vanderbilt Advisory Services

September 2020 - Present · 5 yrs 5 mos

Vanderbilt Securities, LLCBroker

September 2020 - Present · 5 yrs 5 mos

Previous Registrations

American Portfolios Advisors, INC

July 2020 - September 2020 · 2 mos

American Portfolios Financial Services, INC.Broker

May 2020 - September 2020 · 4 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.